The Wharton Investment and Trading Group (WITG, for short) is the premier undergraduate institution for professional preparation in finance-related careers. As the largest finance/education-oriented organization at Penn, our investment and development teams both teach the principles of value investing, trading, business analysis, and quantitative finance, between development sessions and active pitches/work under the supervision of team portfolio managers (PMs). WITG is a thriving hub of over 300 dedicated members who strive to dive deep into the fundamentals of investing, trading, business analysis, and quantitative finance across a myriad of industry sectors. The Development Team is a semester-long educational program that gives freshmen and sophomores the opportunity to learn the fundamentals of valuation and stock analysis with no previous experience required.  Students also have the opportunity to join Investment Teams in which upperclassman Portfolio Managers guide analysts in each group through the process of pitching a stock - from sourcing, researching, and valuing to effectively delivering a presentation.

Andrew Shi

Co-President

Mitchell Gribman

Benjamin Shi

Officer

Chen Peng

Grace Tai

Jessica Zhang

Nathan Lang

Nolan Anthony

Sam Otchere

Tina Dong

Member

Abby Portnoy

Abraham Franchetti

Anonymous

Advait Thaploo

Akash George

Albert Jen

Alex Gibson

Alexander Yung

Alexandru Lopotenco

Allen Xia

Allen Yao

Allie De Asla

Allison Liang

Amy Zhang

Amy Zhou

Analina Koh

Andrew Marin

Andrew Tong

Aneesa Saha

Ariel Zhou

Arjun Agarwal

Arjun Khanna

Arnav Aggarwal

Arthur Andreev

Audrey Pan

Ava Chen

Aviv Bar-Yadin

Ayanav Roy

Benjamin Butcher

Benjamin Schiff

Bryan Li

Bryce Li

Carina Guo

Caroline Ircha

Carolyn Finerman

Cassie Hong

Chandler Mccleskey

Chris Li

Cindy Dang

Cole Lewis

Colin Ng

Conrad Brown

Daniel Song

Dante Stefanelli

David Han

Dhruv Khurjekar

Diego Narvaez

Emilee Gu

Forrest Liu

Frank Luo

Giulia Germano

Grant Mao

Hasit Nanda

Hoon Lee

Hope Lane

Intel Chen

Jack Nelson

Jacob Scott

James Blanco

James Houghton

Javier Perez Menendez

Jay Mammen

Jeffrey Chen

Jeffrey Zhang

Jessica Pei

Jocelyn Lee

John Wilkin

Joseph Sullivan

Joshua Frazier

Joshua Sherman

Julia Susser

Julian Goldman

Kampton Kam

Katherine Shaw

Kathryn Gajdjis

Keshav Ramji

Kevin Liu

Kevin Zhang

Kimberly Liang

Klay Koehler

Leah Golubchik

Wharton Investment & Trading Group (WITG)

WITG is the premier undergraduate finance club to prepare students for personal and professional success in the finance and investing world.

"WITG has been an important experiences during my college tenure. Not only have I been able to receive unparalleled mentorship from upperclassman about all topics in finance, but more importantly, I have made genuine relationships with those within WITG. Through these people, WITG has nurtured my interest in finance and provided me with a community of like-minded friends."

– Nathan Lang, Healthcare and Industrials Investment Analyst

"Through WITG, I met a lot of like-minded people, who have now become some of my closest friends at Penn. Our weekly WITG sessions also provided me with the knowledge and confidence to meaningfully contribute to discussions during my summer internships."

– Matt Cheng, Healthcare PM and Special Situations Group Investment Analyst

"WITG has provided me with an education on important finance fundamentals and a network of upperclassmen mentors who are always happy to help with anything, whether it’s professional or personal. It’s always given me a group of like-minded peers whom I’m happy to call friends!"

– Jessica Zhang, Tactical Opportunities and Healthcare Investment Analyst

Wharton Investment & Trading Group (WITG) Alumni